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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,099 hedge funds and large institutions have $24.4B invested in iShares Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 399 reducing their positions, and 35 closing their positions.

Holders
1,099
Holders Change
+41
Holders Change %
+3.88%
% of All Funds
17.34%
Holding in Top 10
94
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.17%
% of All Funds
1.48%
New
91
Increased
294
Reduced
399
Closed
35
Calls
$13M
Puts
$140M
Net Calls
-$127M
Net Calls Change
-$134M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$165M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$214M
3
Morgan Stanley
3
Morgan Stanley
New York
$582M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$317M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.95B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14B
2
US Bancorp
2
US Bancorp
Minnesota
$9.59M
3
BlackRock
3
BlackRock
New York
$1.04B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$297M
5
GH
5
Geisinger Health
Pennsylvania
$37.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
101
RTD Financial Advisors
Pennsylvania
$27.2M 111,507 -1,426 -1%
WFAG
102
Wescott Financial Advisory Group
Pennsylvania
$27M 110,909 -320 -0.3%
NA
103
NewEdge Advisors
Louisiana
$26.8M 109,868 -6,849 -6%
FMP
104
Financial Management Professionals
Texas
$26.7M 109,416 -1,626 -1%
SC
105
Schoolcraft Capital
Colorado
$26.5M 108,848 -595 -0.5%
AFA
106
American Financial Advisors
Georgia
$25.7M 105,592 +36,572 +53%
WTC
107
WhitTier Trust Company
Nevada
$25M 102,540 – –
William Blair & Company
108
William Blair & Company
Illinois
$24.9M 102,151 -1,018 -1%
MA
109
Montag & Associates
Georgia
$24.6M 101,028 +50 +0%
IC
110
IEQ Capital
California
$24.6M 100,811 +12,604 +14%
FWIA
111
Fort Washington Investment Advisors
Ohio
$23.3M 95,427 -27,500 -22%
WT
112
Whittier Trust
California
$22.7M 93,304 +797 +0.9%
BSW
113
Buckingham Strategic Wealth
Missouri
$22.2M 90,960 +670 +0.7%
TWP
114
TFO Wealth Partners
Ohio
$22M 90,158 – –
PIM
115
Parker Investment Management
California
$21.4M 87,954 – –
GW
116
GW & Wade
Massachusetts
$21.1M 86,372 +928 +1%
AWM
117
Act Wealth Management
Texas
$20.9M 85,762 -2,033 -2%
OCG
118
Opus Capital Group
Ohio
$20.4M 83,867 – –
KOC
119
Koss-Olinger Consulting
Florida
$19.7M 80,644 -1,147 -1%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$19.6M 80,564 +1,968 +3%
KAS
121
Kestra Advisory Services
Texas
$19.5M 80,049 -1,337 -2%
BCM
122
BTC Capital Management
Iowa
$19.5M 79,856 -2,323 -3%
XF
123
XML Financial
Maryland
$19.4M 79,750 -321 -0.4%
SI
124
Stephens Inc
Arkansas
$19M 78,050 +1,439 +2%
LNWTC
125
Laird Norton Wetherby Trust Company
Washington
$18.6M 76,114 -2,825 -4%
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5
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